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CPA Continuing Education (2) Resources

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CPA Continuing Education Course: Business Succession: Buy-Sell Agreements

Learn the importance of sound business succession planning and benefits of buy-sell agreements in safeguarding the future of clients' businesses.

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CPA Continuing Education Course: Investment Portfolio Tax Efficiency

Learn both basic and advanced techniques for tax-optimizing an investment portfolio.

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CPA Continuing Education Course: Life Insurance as a Tool of Financial Planning

Learn about the multiple applications of life insurance for individuals and business owners.

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CPA Continuing Education Course: Alternative Methods of Investing

Learn about Strategic Asset Allocation, Liability-Driven Investing, Opportunistic Investing, and Selective/Concentrated Investing, along with the market environments in which they tend to best perform.

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CPA Continuing Education Course: Employer-Sponsored Retirement Plans & Programs

Learn the core aspects of Employer-Sponsored ERISA Retirement Plans, including plan design, implementation, best practices, and recent updates.

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CPA Continuing Education Course: The New Rules of Retirement (Social Security, Medicare & Long-Term Care)

Learn about recent policy changes and several key components of effective retirement planning, including Social Security, Medicare and Long-Term Care.

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CPA Continuing Education Course: Estate Planning: Wills, Living Trusts & Testamentary Trusts

Learn diverse estate planning techniques within the context of comprehensive financial planning, including the usage of wills, trust types and other tools.
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CPA Continuing Education Course: Retainer Fee Wealth Management

Retainer fee-based financial planning and wealth management is a new service being offered to your clients. Learn about it here.
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CPA Continuing Education Course: Life Insurance as a Tool of Financial Planning

Learn about the multiple applications of life insurance for individuals and business owners.
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Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: Helping Clients With Elderly Parents

Learn how to help your accounting clients with the tax, financial planning, and family issues associated with their aging parents.
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